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Ishares High Dividend Equity F shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 21k 101.99
2022-12-31 $566k 5.4k 104.24

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Amazon (AMZN)
Philip Morris International (PM)
Texas Instruments Incorporated (TXN)
Chevron Corporation (CVX)
Lowe's Companies (LOW)
Comcast Corp Cl A (CMCSA)
Charles Schwab Corporation (SCHW)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Beverly Hills Private Wealth

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Branch Banking & Trust Company
Commonwealth Equity Services
M^T Bank Corporation
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F